|Personal Assets Trust
||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Personal Assets Trust Share Discussion Threads
Showing 226 to 248 of 250 messages
|EI, you here still.|
|Citywire has some ITs for a "leave" vote - PNL, CMHY, PIN included.|
|Is US inflation rising? Some commentators think so, and think the FED really will be back on the rate hiking path soon.
PNL has over 20% of its assets in TIPS and UK Linkers, another 10% in bullion.|
|Maybe but they may be better at it than I!|
|Same old doom and gloom from the fact sheet. Their newsletters are really depressing. I don't disagree with what they say, but not always convinced they buy when the time is really right....2009 was an obvious example.|
|NAV at all time high?|
|Hmm...wish I had had the funds to add..just a few here and everything else is committed and going in the right direction...not been a bad start to the year :)|
|Will add when funds permit|
|It is now!
Good place to park.|
|NAV may be above 350 now.|
|Gold looking very perky, PNL have 10% of the fund in gold bullion.|
|If you could buy here at around 335 that looks like a decent entry
point, if PNL traded that low again.
Most of their equity exposure is US and Friday saw many hefty % gains.
PM, KO, MSFT, BATS and Nestle are among their top holdings- equity exposure is approx 43-44% of the fund.|
|elmfield, judging by the amounts of shares bought by PNL directors
recently they are considerably richer!.
Interesting week for markets, the mining sector sell of this afternoon
may suggest this bounce is temporary, the fascinating aspect to markets
is that you never quite know and are constantly surprised, well that is the case with me.|
|Ohhhh Elm u flatterer :)|
Is their timing better than yours EI?|
|Apologies late reply, tbh bt it ensures I don't do something stupid
with the cash.
Ptolemy has in the past mentioned just hold cash instead and appreciate what
he is saying.
These tend to do well entering in to a bear market, if that is what we are
now facing, on any really big down days even PNL can take a hit.
They look to have benefitted from $ strength recently, if that reverses it
may not be helpful - and there is also the 10% approx gold holding.|
|EI For longer term?|
|elmfield, you tempted to add here yet or waiting?.
What has happened with RICA btw.|
|And a few more, probably my lot now.|
|I could only get 30 and the price moved.
Worth keeping on a watch list imv.|
|Inclined to as well...thinking about it over my toast and coffee|
|Added a few.|
|Thought the dividend was paid today, it's next week having just checked.|